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Disclosery

Betterment LLC: DFIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Betterment LLC on DFIS, newest first. How the timeline and the estimate are built.

Betterment LLC held 88,164 DFIS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,164 shares
    Change vs previous 13F +2,049 shares

    0.01% of the 13F portfolio, value $3,088,000.

    13F-HR 0001633901-26-000004 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 86,115 shares
    Change vs previous 13F -5,836 shares

    0.01% of the 13F portfolio, value $2,899,000.

    13F-HR 0001633901-26-000003 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 91,951 shares
    Change vs previous 13F +4,830 shares

    0.01% of the 13F portfolio, value $3,029,000.

    13F-HR 0001633901-26-000002 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 87,121 shares
    Change vs previous 13F +1,765 shares

    0.01% of the 13F portfolio, value $2,756,000.

    13F-HR 0001633901-25-000010 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 85,356 shares
    Change vs previous 13F -8,231 shares

    0.01% of the 13F portfolio, value $2,547,000.

    13F-HR 0001633901-25-000007 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 93,587 shares
    Change vs previous 13F -10,062 shares

    0.01% of the 13F portfolio, value $2,418,000.

    13F-HR 0001633901-25-000006 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 103,649 shares
    Change vs previous 13F +10,931 shares

    0.01% of the 13F portfolio, value $2,546,000.

    13F-HR 0001633901-25-000004 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 92,718 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,488,000.

    13F-HR 0001633901-24-000007 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).